Groundwork
A short weekly note from the partners on the industries we invest in, covering bulk logistics and the ports, platinum group metals, defence and electronics, capital equipment and the skills pipeline. It is written for people who have to make decisions in these markets rather than comment on them.
The show runs from 16 to 20 September and gives its second day to building Africa’s defence industry, where local manufacturing, defence funding, public private partnerships and supply chain resilience are all on the…
Read the noteThe Durban Gateway Terminal moved 3,672 TEUs a day in the four weeks to 10 September, against 5,286 a day across the preceding four months, with vessels waiting an average…
Read the noteThe Hydrogen Council’s Global Hydrogen Compass 2026, written with McKinsey and informed by some 70 chief executives, puts committed clean hydrogen investment above 130 billion dollars, with operational capacity close…
Read the noteNomakhosazana Meth, the Minister of Employment and Labour, has framed unemployment as a social justice question that threatens social stability, and has said plainly that it cannot be business as…
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